Capital Group Retirement Plan Services is a firm that provides investment management, administrative support, fiduciary trustee, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Capital Group Retirement Plan Services clients are outpatient health care practitioners and facilities with revenues ranging from $14 million to $94 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Global Refuge (LIRS) | 501(c)(3) | Baltimore, MD | ||
| 2 | America Votes | 501(c)(4) | Washington, DC | ||
| 3 | Gay and Lesbian Alliance Against Defamation (GLAAD) | 501(c)(3) | New York, NY | ||
| 4 | Stephen Gaynor School | 501(c)(3) | New York, NY | ||
| 5 | Coney Island Preparatory Public Charter School | 501(c)(3) | Brooklyn, NY | ||
| 6 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 7 | Democracy Prep Public Schools | 501(c)(3) | New York, NY | ||
| 8 | Child Development Associates | 501(c)(3) | Bonita, CA | ||
| 9 | Center for Organ Recovery and Education | 501(c)(3) | Pittsburgh, PA | ||
| 10 | Community Health Center of Snohomish County (CHC) | 501(c)(3) | Everett, WA | ||
| ... | and 59 more Capital Group Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capital Group Retirement Plan Services in the nonprofit sector include Matrix Trust Company, U.s. Bank National Association, Fidelity, Kestra Advisory Services LLC, Raymond James and Associates, Principal, Merrill Lynch, Global Retirement Partners LLC, Benefit Plans Admin Services, Inc., and US Bank.
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